ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,661 | -1.0% | 991 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $41,077 | -0.6% | 991 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $41,305 | +1.9% | 991 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $40,522 | -99.9% | 991 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $39,581,000 | +248.6% | 991 | +253.9% | 0.02% | +240.0% |
| Q2 2022 | $11,354,000 | -16.0% | 280 | -10.8% | 0.01% | 0.0% |
| Q1 2022 | $13,524,000 | -4.9% | 314 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $14,224,000 | -0.9% | 314 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $14,350,000 | -0.2% | 314 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $14,384,000 | +0.8% | 314 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $14,268,000 | +3.4% | 314 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $13,800,000 | +846.5% | 314 | +823.5% | 0.01% | +600.0% |
| Q2 2020 | $1,458,000 | – | 34 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sound Income Strategies, LLC | 830,112 | $38,592,000 | 11.67% |
| WP Advisors, LLC | 178,675 | $8,307,000 | 9.52% |
| MBM Wealth Consultants, LLC | 153,459 | $7,134,000 | 5.60% |
| Bernicke Wealth Management, Ltd. | 184,216 | $8,564,000 | 4.96% |
| Sage Advisory Services, Ltd.Co. | 280,224 | $13,022,000 | 4.26% |
| Leicht Financial Planning & Wealth Management, Inc. | 86,084 | $4,002,000 | 3.82% |
| Occidental Asset Management, LLC | 195,626 | $9,095,000 | 3.81% |
| IRON Financial LLC | 105,490 | $4,904,000 | 3.65% |
| Probity Advisors, Inc. | 241,912 | $11,246,000 | 3.65% |
| Redhawk Wealth Advisors, Inc. | 180,049 | $8,370,000 | 3.59% |